Making a planned gift is a wonderful way to achieve your own personal, financial, estate-planning, and philanthropic goals while you support the community and the causes you care about most.

Gifts of Appreciated Securities

Gifts of Appreciated Securities Diagram. Description of image is listed below.

How It Works

  1. You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to our account
  2. You receive an income-tax deduction
  3. The Community Foundation sells securities


  • You may receive a federal income-tax deduction for the full fair-market value of the securities
  • You avoid long-term capital-gain tax on any appreciation in the value of the stock
  • Your gift will support the causes you care about as you designate

Special note: You should call or e-mail us to tell us of your intent, and we will be able to assist you with the details of the transfer.

More Information

Contact Us

Sharon Cappetta, CAP®
Director of Development

Liana Garcia, MS, PMP, CAP®
Director of Gift Planning


The Community Foundation for Greater New Haven
70 Audubon St.
New Haven, CT 06510

Federal Tax ID Number: 06-6032106


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